Prepare Business Accounts to Be Converted to Person Accounts

Review the required conditions to convert accounts or contacts to person accounts.

• Each account must have one contact. It can’t have more than one.
• The account and contact must have the same record owner.
• The account and contact must have the same currency values.
• The Parent Account field on the Account must be blank.
• The Reports To field on the Contact must be blank.
• The Account isn’t set as a Parent Account for any other accounts.
• The Contact isn’t set as a Reports To on any other contacts.
• For portal enabled business accounts, Account.IsCustomerPortal is set to False.